Getting Started

Category: Welcome to ClientManager CRM

This video provides a brief overview of the CRM features and the intention behind their design.

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Changelog: What's new?

Category: Knowledgebase

v2.3.1 [08-01-2026] Added Added the ability to edit Interaction Log entry titles and descriptions. While interactions cannot be edited for audit purposes, the application now allows editing titles an...

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Setting Up Your CRM

Category: Welcome to ClientManager CRM

This tutorial guides you through setting up your profile and practice settings before diving into the CRM itself. Welcome to ClientManager CRM! We're thrilled to have you on board and are confident ...

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Creating Clients

Category: Client Records

This tutorial will show you how to create new clients and take you through the different sections of a client's profile. 1. Creating a New Client Record Whether you're starting fresh or adding new c...

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Using cmIQ: Your AI Assistant in ClientManager

Category: ClientManager AI

Welcome to the future of client management! ClientManager's integrated AI feature set, cmIQ, is here to revolutionise the way you work. Powered by advanced large language models, like the technology b...

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Creating a new individual client

Category: CRM Features

  Welcome to the guide on creating a new individual client record in ClientManager Financial Planning CRM. Go to financial-planning.co.za 1. Introduction This guide will show you how to create a ne...

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